Plan Snapshot
- Plan Sponsor: Lanz Cabinet Shop, INC.
- Sponsor EIN: 930581543
- Sponsor Address: 3025 W. 7TH PLACE, EUGENE, OR, 97402
- Plan Type: 401(k)
- Total Participants: 243
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 243 | $10.6M | $178,735 | $604,705 |
| 2023 | 272 | $10.4M | $196,994 | $595,826 |
| 2022 | 274 | $8.6M | $191,534 | $566,762 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $29,534 | — | $29,534 |
| KERNUTT STOKES | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,534
- Estimated Expense Ratio: 0.279% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $88,197 | $29,533 | $27,577 | — | — |
| 2023 | $57,705 | $26,928 | $25,152 | — | — |
| 2022 | $68,932 | $20,521 | $36,467 | — | $11,944 |